Alternative Investments Team
InvestTech’s Alternative Investment team has extensive experience in providing investment systems consulting services to Alternative Investment Managers and Institutional Investors with alternative asset portfolios. Throughout our 15 year history we have aided many alternative asset managers with practice areas in the following:
Hedge funds - Private equity - Fund of Funds - Structured portfolios (CDO/CLO)
In addition, our experienced consultants have assisted with all aspects of servicing a subset of larger portfolios with securities invested in non-vanilla asset types such as syndicated loans and Derivatives, Real Estate portfolios and Infrastructure Portfolios.
Jeremy Hurwitz
Public Pension Plan ($120B AUM): Principal Engagement Manger responsible for overall strategic architecture planning. Recommended data flow and integration strategies among Bloomberg, Murex, InvesTran and Yardi between Enterprise Data Management solution and Simcorp.
Public Pension Plan ($50B AUM): A large mid-western pension plan engaged InvestTech to lead a vendor evaluation and selection for a private equity system. At the time of the engagement, the pension plan was using an outsource service to track their $1.75B private equity portfolio, which consisted of twenty-two funds represented by fifteen relationships.
Pam Bloom
Alternative Asset Manager ($20B AUM): Overall project management for selection, implementation and ongoing support for multiple investment systems including PORTIA, Bloomberg POMS, Eagle Performance, Eagle PT+, CDO Suite and IMAKE, Analytics on Demand. Coordinated and managed a large team with responsibility for data management, integration and strategic planning. The job required extensive experience in systems requirements surrounding trading, compliance, reporting and performance of many alternative asset classes including privates, syndicated loans, high-yield bonds, swaps, and derivatives.
Private Equity Manager ($37B AUM): Consulted on a long term litigation support contract as a subject area expert in legal proceedings that were successfully defended. Maintained and supported Portia environment including report writing and product upgrades. Installed and acted as del facto performance head, issuing quarterly performance reports to management.
Alternative Asset Manager ($10B AUM): Selected and installed portfolio accounting system and then automated to customized market value CDO compliance tracking and reporting system.
Jill Katz
Private Equity Manager ($37B AUM): As Project Manager, provided PORTIA support from 2003 – 2006 inclusive of automatically spawning the return of capital and cost basis adjustment transactions for alternative investments not native to the PORTIA application. In 2005 we were engaged to perform the alternative investment system selection with the finalists being VPM and Beauchamp with VPM being selected. We then helped with the implementation acting as the liaison between the client and the vendor.
Hedge Fund Manager ($13B AUM): Senior Manager engaged for on-site systems review. Prepared near and medium term recommendations regarding front, middle and back office solutions and integrations.
Christine Donnelly
Senior Consultant
Asset Manager ($15B AUM): Senior Consultant to integrate Thomson’s PORTIA, Bloomberg POMS and Wall Street Office. The client selected Wall Street Office for their loan book of business while continuing to use PORTIA for their high yield fixed income asset class business. However, since their portfolios’ asset mix spawned both security types, integration was required from Bloomberg POMS to Wall Street Office for the fixed income transactions and from Wall Street Office to PORTIA for the loans.
Lisa Miller
Senior Consultant
Alternative Asset Manager ($20B AUM): Project Manager, Derivatives Automation. Provided business analysis to define processing and reporting requirements for credit default and total return swaps, options and futures. Specified middleware enhancements for electronic security setup and transaction processing from Bloomberg POMS to PORTIA. Defined user interface to track bid and ask pricing spreads for multiple brokers.